See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,095 | $159,602-69.2% | $150,045-67.3% | $142,382-65.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 18.05% | 70.24%-52.2pp | 62.55%-44.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,571 | $4,961-48.2% | $4,693-45.2% | $4,299-40.2% |
| Participant deferral / active EE | $6,023 | $8,310-27.5% | $7,997-24.7% | $6,507-7.4% |
| Admin fee / account holder | $228 | $14,846-98.5% | $13,435-98.3% | $12,624-98.2% |